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February 10, 2020
Question

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

  • February 10, 2020
  • 2 replies
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2 replies

Kristine Mae
February 10, 2020

I'll help you set the invoice number, Ginda.

 

First, let's change the settings and turn on the Custom transaction numbers feature. This way, you can control the sequence. Here's how:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Sales tab.
  4. Click the Pencil icon in the Sales form content row.
  5. Tick the Custom transaction numbers box.
  6. Click Save, then Done

Once done, you can now manually add the invoice number. QuickBooks Online will remember the number and continue the sequence. 

 

If your customer pays the invoice, you can record the payment

 

Keep in touch with us if you have additional questions. 

December 20, 2020

This process does not work.  I have enabled custom invoice numbers, and created a series of invoices by typing in the invoice number manually.:

 

Next time I create an invoice the number is not correct:

 

katherinejoyceO
December 20, 2020

Hi there, @mikeincairns

 

I can see you have duplicate posts for the same issue. Please check out the steps I shared in this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-see-this-article-on-customize-invoice-numbers-https-qu/01/735447#M102177

 

Feel free to post your comment on the thread above link. I'd be here to help you with your next posts. Take care.  

January 18, 2021

I just went through this and the support rep at QBO could not figure it out, but my husband had an idea and it worked!

 

Here are the steps: 

1. Click "gear" icon in upper right corner

2. Click "Account Settings" in upper left column 

3. Click "Sales" in left column 

4. Click into "Sales form content" 

5. Turn off "Custom transaction numbers." 

6. Click "Save" 

7. Click "Done" 

 

At that point I logged out of QBO and logged back in.

 

I then repeated steps 1 - 4 and in step 5 I turned "on" ""Custom transaction numbers." Then I hit save and done. 

 

Then, I created a new invoice with my new desired invoice numbering system. I created 2021100, 2021 for the year and then 100 as a starting point. I have a "Test Client" set-up so that invoice was sent to my Test Client. 

 

Then I opened a new invoice and sure enough the invoice number was 2021102, voila, success! 

October 13, 2021

Thank you for posting your notes! I've been struggling with this same issue, and your steps helped me too! I finally found the editable Invoice no. field on the right side of the invoice (in edit mode), under the price. 

 

Much appreciated!